feat: recurring expenses and reports

This commit is contained in:
juancwu 2026-02-14 17:00:15 +00:00
commit 9e6ff67a87
23 changed files with 2943 additions and 56 deletions

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@ -0,0 +1,44 @@
-- +goose Up
CREATE TABLE recurring_expenses (
id TEXT PRIMARY KEY NOT NULL,
space_id TEXT NOT NULL,
created_by TEXT NOT NULL,
description TEXT NOT NULL,
amount_cents INTEGER NOT NULL,
type TEXT NOT NULL CHECK (type IN ('expense', 'topup')),
payment_method_id TEXT,
frequency TEXT NOT NULL CHECK (frequency IN ('daily', 'weekly', 'biweekly', 'monthly', 'yearly')),
start_date DATE NOT NULL,
end_date DATE,
next_occurrence DATE NOT NULL,
is_active BOOLEAN NOT NULL DEFAULT TRUE,
created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
FOREIGN KEY (space_id) REFERENCES spaces(id) ON DELETE CASCADE,
FOREIGN KEY (created_by) REFERENCES users(id) ON DELETE CASCADE,
FOREIGN KEY (payment_method_id) REFERENCES payment_methods(id) ON DELETE SET NULL
);
CREATE TABLE recurring_expense_tags (
recurring_expense_id TEXT NOT NULL,
tag_id TEXT NOT NULL,
PRIMARY KEY (recurring_expense_id, tag_id),
FOREIGN KEY (recurring_expense_id) REFERENCES recurring_expenses(id) ON DELETE CASCADE,
FOREIGN KEY (tag_id) REFERENCES tags(id) ON DELETE CASCADE
);
ALTER TABLE expenses ADD COLUMN recurring_expense_id TEXT REFERENCES recurring_expenses(id) ON DELETE SET NULL;
CREATE INDEX idx_recurring_expenses_space_id ON recurring_expenses(space_id);
CREATE INDEX idx_recurring_expenses_next_occurrence ON recurring_expenses(next_occurrence);
CREATE INDEX idx_recurring_expenses_active ON recurring_expenses(is_active);
CREATE INDEX idx_expenses_recurring_expense_id ON expenses(recurring_expense_id);
-- +goose Down
DROP INDEX IF EXISTS idx_expenses_recurring_expense_id;
DROP INDEX IF EXISTS idx_recurring_expenses_active;
DROP INDEX IF EXISTS idx_recurring_expenses_next_occurrence;
DROP INDEX IF EXISTS idx_recurring_expenses_space_id;
ALTER TABLE expenses DROP COLUMN IF EXISTS recurring_expense_id;
DROP TABLE IF EXISTS recurring_expense_tags;
DROP TABLE IF EXISTS recurring_expenses;

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-- +goose Up
CREATE TABLE budgets (
id TEXT PRIMARY KEY NOT NULL,
space_id TEXT NOT NULL,
tag_id TEXT NOT NULL,
amount_cents INTEGER NOT NULL,
period TEXT NOT NULL CHECK (period IN ('weekly', 'monthly', 'yearly')),
start_date DATE NOT NULL,
end_date DATE,
is_active BOOLEAN NOT NULL DEFAULT TRUE,
created_by TEXT NOT NULL,
created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
UNIQUE(space_id, tag_id, period),
FOREIGN KEY (space_id) REFERENCES spaces(id) ON DELETE CASCADE,
FOREIGN KEY (tag_id) REFERENCES tags(id) ON DELETE CASCADE,
FOREIGN KEY (created_by) REFERENCES users(id) ON DELETE CASCADE
);
CREATE INDEX idx_budgets_space_id ON budgets(space_id);
-- +goose Down
DROP INDEX IF EXISTS idx_budgets_space_id;
DROP TABLE IF EXISTS budgets;